13F-HR filed by BlueSky Wealth Advisors, LLC
BlueSky Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-16, with 115 holding rows worth $776,520,393.
- Accession
- 0001172661-26-001500
- Filer
- CIK 1704107
- Filed
- 2026-04-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 115 entries on the cover page, a total value of $776,520,393 stated on the cover page (in dollars after the unit check, H1), rows summing to $776,520,393 with VALUE read as dollars as filed, 13F file number 028-18007. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 4,885,976 | $125,276,413 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 781,385 | $46,531,477 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 1,517,207 | $40,372,883 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 1,562,897 | $38,681,696 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 187,912 | $36,868,280 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 442,058 | $35,041,919 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 1,039,134 | $30,218,026 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 406,477 | $26,701,485 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 80,797 | $24,146,183 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 628,752 | $20,717,362 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 592,361 | $20,057,343 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 242,260 | $20,047,015 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 394,097 | $18,936,361 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 294,502 | $18,391,624 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 417,960 | $17,683,888 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 484,743 | $16,466,720 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 165,545 | $15,718,498 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 297,465 | $15,700,203 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 100,324 | $14,626,236 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 281,416 | $13,769,685 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 74,748 | $13,036,007 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 104,360 | $11,517,124 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 40,153 | $10,516,874 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 180,967 | $9,511,626 | dollars as filed | |
| VWO | 922042858 | SHS | 171,405 | $9,264,451 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 30,238 | $8,674,007 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 181,965 | $8,505,044 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 119,711 | $7,671,092 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 206,324 | $6,292,882 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 27,534 | $5,734,506 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 226,820 | $5,266,751 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 126,647 | $4,921,502 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 49,619 | $4,660,713 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 62,494 | $4,602,094 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,946 | $4,517,318 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 20,362 | $4,423,645 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,270 | $3,367,878 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 29,545 | $2,932,919 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 4,373 | $2,856,487 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,862 | $2,548,418 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 114,508 | $2,460,774 | dollars as filed | |
| VTI | 922908769 | COM | 7,194 | $2,307,814 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 14,464 | $2,275,910 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 24,665 | $1,962,373 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 15,010 | $1,865,893 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 24,432 | $1,816,519 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 32,852 | $1,748,383 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 23,162 | $1,615,550 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 57,869 | $1,441,517 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,857 | $1,369,074 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 14,330 | $1,297,295 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,437 | $1,272,165 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,662 | $1,177,599 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,729 | $1,096,959 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524631 | HIGH YIEL BD ETF | 41,846 | $1,087,996 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 11,471 | $1,070,474 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,716 | $969,802 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 9,669 | $925,517 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,148 | $924,263 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,533 | $877,250 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 9,595 | $851,071 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 760 | $829,016 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 3,416 | $828,018 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 7,481 | $727,378 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 8,714 | $718,333 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,951 | $615,248 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 2,955 | $590,970 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,842 | $565,248 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,253 | $534,279 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 1,100 | $524,117 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 10,799 | $507,013 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 9,642 | $482,486 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,584 | $459,182 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 491 | $428,594 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 955 | $412,946 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 94 | $395,770 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 4,022 | $395,641 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,039 | $386,248 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 618 | $381,158 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,228 | $380,121 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,319 | $374,318 | dollars as filed | |
| Linde plc | G54950103 | COM | 729 | $361,409 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,394 | $350,984 | dollars as filed | |
| VGT | 92204A702 | SHS | 500 | $348,971 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 337 | $335,806 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,506 | $333,939 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 3,343 | $326,711 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 4,190 | $314,669 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 542 | $313,108 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,237 | $288,091 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,635 | $283,591 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 463 | $276,933 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,312 | $271,361 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 685 | $262,649 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 776 | $262,164 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 3,354 | $258,659 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,764 | $258,038 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 187 | $257,871 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,614 | $250,573 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,300 | $249,496 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 14,077 | $247,333 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 320 | $247,245 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 765 | $246,927 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 750 | $238,605 | dollars as filed | |
| F N B CORP | 302520101 | COM | 14,071 | $235,267 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 3,859 | $231,772 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 528 | $224,602 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 718 | $223,181 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 719 | $217,349 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,345 | $214,814 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 1,693 | $213,792 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,561 | $207,415 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 519 | $205,773 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 823 | $204,091 | dollars as filed | |
| 8X8 INC | 282914100 | COMMON STOCK | 19,450 | $32,287 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001500 | this filing | 2026-04-16 | acceptance time not in the bulk data set |